IWS

Insight Wealth Strategies Portfolio holdings

AUM $849M
1-Year Est. Return 15.85%
This Quarter Est. Return
1 Year Est. Return
+15.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$619M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$11.7M
3
+$6.56M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$2.63M
5
FLTR icon
VanEck IG Floating Rate ETF
FLTR
+$2.54M

Top Sells

1
+$2.66M
2
+$1.96M
3
+$1.38M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$1.02M
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$959K

Sector Composition

1 Technology 8.89%
2 Energy 6.27%
3 Healthcare 3.98%
4 Financials 3.46%
5 Consumer Discretionary 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.12M 0.83%
198,659
-2,569
27
$5.02M 0.81%
13,341
-1,028
28
$4.36M 0.7%
28,680
-738
29
$3.78M 0.61%
73,259
+7,485
30
$3.4M 0.55%
160,465
-719
31
$3.36M 0.54%
41,956
+362
32
$3.32M 0.54%
37,276
-1,164
33
$3.3M 0.53%
29,520
-6,190
34
$3.29M 0.53%
34,928
+3,383
35
$3.28M 0.53%
30,277
+2,828
36
$3.2M 0.52%
63,207
+4,129
37
$3.07M 0.5%
3,808
+115
38
$3M 0.48%
21,496
-135
39
$2.98M 0.48%
58,388
+7,150
40
$2.9M 0.47%
66,183
+609
41
$2.86M 0.46%
5,423
+76
42
$2.67M 0.43%
53,950
-12,320
43
$2.58M 0.42%
19,391
+12,142
44
$2.56M 0.41%
18,005
+2,821
45
$2.42M 0.39%
51,275
+1,045
46
$2.39M 0.39%
14,040
-380
47
$2.32M 0.37%
21,281
+615
48
$2.26M 0.36%
97,975
+1,800
49
$2.25M 0.36%
61,073
+45,214
50
$2.23M 0.36%
44,313
-469
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2
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